How do I Message my Lead if the Project is won?

There are a few different ways you can message your Lead in ConstructionOnline: 

1. Lead Contact Page - Leads can be Messaged from their Lead Contact Page by navigating to Lead Tracking, clicking on the desired Lead Name within the Leads pane, and clicking the "Messages" tab. 
2. Opportunity - If you have not yet converted the Lead's Opportunity into a Project, you can Message your Lead within their Opportunity by navigating to Opportunities, right-clicking on the desired Opportunity & selecting "Manage Content", and then clicking the "Messages" tab. 
3. Project - If you've converted your Lead's Opportunity to a Project, you will have been prompted to invite your Lead to join the Project as a ClientLink User. If you invited them upon conversion, or at a later time, and they are added to the Project as a ClientLink User, you can send them a Message through Project Messages. 

For step-by-step instructions on how to create a new Message once you've reached the desired location in ConstructionOnline, visit this article. 

Click here for more frequently asked questions (FAQs) regarding Messages.